Creating Forms

You can create a new custom form or copy an existing form and then edit it. You can add fields, text, and buttons to the form. You can also add group boxes to separate items within the form.

Follow these steps to create a new form:

1 Click Tools, Customize, Forms.

The Customize Forms dialog box appears (see Figure 26-7).

Customize Forms

S

Forms: i* Task C Resource

Cost Tracking

New...

Earned Value

-1

Entry

Edit...

PERT Entry

Schedule Tracking

Copy...

Task Relationships

Tracking

Work Tracking

Rename...

Organizer...

Applv

| Cancel

Figure 26-7. Use the Customize Forms dialog box to work with an existing form or create a new one.

2 To create a new custom form, click New.

To use an existing form as a template, click the form in the list and then click Copy.

3 In the Define Custom Form dialog box, type a new name for the form. If you want to open the form with a keyboard shortcut, type the letter in the Key box.

Tip Enter field values using a table

If you want to enter field values without having to open and close a custom form, you can add the fields you want to a table. You can then edit the values in the sheet portion of a view.

Caution Microsoft applications use many letters of the alphabet for other commands, such as C for Copy, X for Cut, and P for Paste. If you select one of these reserved characters for a shortcut key, a warning appears that instructs you to select another letter.

3"

IO 05

4 When you click OK, the Custom Form Editor opens (see Figure 26-8).

PI Microsoft Project Custom Form Editor

I3IÏÏ1

I File Edit Item

Type a question for help

Figure 26-8. You can specify the size and position of the dialog box for a custom form as well as its contents.

5 To change the size of the form, drag a corner or one of its edges until the form is the size you want.

6 To change where the form appears when it loads, drag the title bar of the new form to the location onscreen you prefer.

If you want to specify an exact size and location for the form, double-click the form. In the Form Information dialog box, enter values in the X and Y boxes to specify the form's location. Enter values in the width and height boxes to specify the form's size (see Figure 26-9).

Form Information

h

X: -j-| r Auto

Width:

[358 -jj

Y: [85 -j-| p Auto

Height:

[Î97 -jj

1 OK

n

Cancel

' 1

Figure 26-9. Specify the precise location and size of your form in the Form Information dialog box.

Tip Specify the size of your form

The values in the X and Y boxes represent pixels on your screen. If your screen resolution is 1280 by 1024, a form with a width of 640 and height of 512 would take up half the screen.

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Project Management Made Easy

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